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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSC
26
Syverson Strege & Co
Iowa
$9.37M +$8.46M +360,752 New
FPAS
27
Focus Partners Advisor Solutions
Missouri
$9.28M +$3.32M +141,803 +66%
AC
28
Apella Capital
Connecticut
$9.18M +$8.43M +359,522 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.12M +$409K +17,449 +6%
JC
30
Jentner Corp
Ohio
$7.9M +$7.13M +304,130 New
TWP
31
Total Wealth Planning
Ohio
$6.59M +$1.36M +58,187 +30%
PCM
32
Peirce Capital Management
Texas
$6.42M +$5.79M +246,962 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$6.11M +$869K +37,082 +19%
SFC
34
Sprinkle Financial Consultants
Colorado
$6.06M +$5.47M +233,310 New
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$6.03M +$5.45M +232,284 New
OIA
36
OneDigital Investment Advisors
Kansas
$5.88M +$5.3M +226,168 New
ASI
37
Advisory Services & Investments
Oregon
$5.51M -$59.1K -2,520 -1%
GOCP
38
Great Oak Capital Partners
Massachusetts
$5.06M +$4.57M +194,895 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.54M +$125K +5,346 +3%
B
40
BetterWealth
California
$4.45M +$4.02M +171,433 New
CHA
41
Cooper/Haims Advisors
New York
$4.35M +$3.93M +167,436 New
EAM
42
Evanson Asset Management
California
$4.19M +$1.37M +58,374 +57%
WCWM
43
Willow Creek Wealth Management
California
$4.19M +$1.76M +75,163 +87%
SRB
44
Shotwell Rutter Baer
Michigan
$3.89M +$3.55M +151,323 New
AIS
45
American Investment Services
Massachusetts
$3.88M +$1.29M +54,919 +58%
WCA
46
Waypoint Capital Advisors
Minnesota
$3.66M +$3.31M +140,982 New
RRCM
47
Rappaport Reiches Capital Management
Illinois
$3.48M +$704K +30,037 +29%
RA
48
RFG Advisory
Alabama
$3.44M -$1.7M -72,704 -35%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$3.41M +$399K +17,034 +15%
TFG
50
Tilson Financial Group
New Jersey
$3.33M +$1.61M +68,483 +115%